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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,535 | $91,559-32.8% | $133,971-54.1% | $79,852-22.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 20.60% | 61.85%-41.3pp | 45.09%-24.5pp | 31.72%-11.1pp |
| Employer contribution / active EE | $893 | $2,384-62.5% | $3,919-77.2% | $2,471-63.9% |
| Participant deferral / active EE | $0 | $3,734-100.0% | $5,047-100.0% | $3,740-100.0% |
| Admin fee / account holder | $2,772 | $6,321-56.1% | $8,929-69.0% | $5,306-47.8% |